AVOID Conviction2/5 Analysis quality60/100 now
The YouTuber is actively researching Global E Online but has not yet bought it, despite its price to free cash flow of 23.2 being near its lowest ever. He notes strong revenue growth over 30% annually and exploding free cash flow, with low and non-growing stock-based compensation and share buybacks. He considers it interesting at its current price.
“But full disclosure, I do not own the stock in my portfolio, but it is one that I am actively researching and learning more about. But I have not pulled the trigger yet. But I think that it is looking interesting at its current price and that is why I wanted to add it to your watch list as well.”